Skip to content
Grade My 401(k)
Built by Basic Capital
1 issue

General Re Corporation

06-1026471· Stamford, CT· STATE STREET GLOBAL· 2025 filing· vs 235 plans your size in your industry
A
0/100
Overall grade

Strong plan across the board.

A
Fees
A
Financial Wellness
B
Plan design
B
Compliance
Fees

Your plan pays around 1 bps of assets per year. Similar plans pay around 10 bps. Your plan is cheaper than about 96% of similar plans.

A
cheaper4th percentilepricier
Financial Wellness

Strong savings. Employees put away $23,707/employee a year. That's more than 100% of similar plans.

A
lower100th percentilehigher
Plan design

Covers the basics. A few high-impact features are missing.

B
Employer match
The plan matches employee contributions, the single strongest driver of participation and savings.
Automatic enrollment
New hires are enrolled by default. Plans with auto-enroll see much higher participation.
Safe harbor not reported
The filing does not establish whether this plan uses a safe harbor design, so it does not affect the grade.
Default investment (QDIA)
Employees who never pick investments land in a sensible default, usually a target-date fund, instead of cash.
No brokerage window
Employees can only invest through the plan's core fund menu. A brokerage window opens the wider market for people who want more control.
Compliance & health

1 item to review, nothing critical.

B
Fidelity bond below 10% of BOY assets, ERISA 412 violation
The reported ERISA fidelity bond is below the 10%-of-assets guideline based on beginning-of-year assets. Fast-growing plans can look under-bonded on paper; confirm against the plan's current bond coverage.
Compare

How does General Re Corporation stack up against another company?

Search a competitor to see the two report cards side by side.

Prefer to use your EIN?

Recordkeeper
STATE STREET GLOBAL

No provider notes available.

Key insights

  • Strongest area: financial wellness. Strong savings. Employees put away $23,707/employee a year. That's more than 100% of similar plans.
  • Best place to improve: plan design. Covers the basics. A few high-impact features are missing.
Ask about your plan
Grounded in your Form 5500 data
Live

Try asking:

Shift+Enter for new line · Enter to send